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　　The Re-Engagement Planning Advisor is responsible for learning the industry, products, product finance / insurance options (trust), services, as well as use of Customer Relationship Management (CRM) sales software and proprietary contracting software. Responsibilities include completing a training program which requires successfully complete course work, passing exams, and demonstrating the appropriate skills to begin fulfilling the following responsibilities.

　　Compassionate and results-driven sales representative to actively set appointments and engage prospective clients with purchasing pre-planned funeral services as well as pre-planned cemetery/mausoleum property to meet their personal and cultural needs. Take pride in service excellence and a technology rich company to support revenue quota achievement.

　　JOB RESPONSIBILITIES

　　Develop trusting relationships with prospective and existing client families in order to generate sales leads. Updating prospective client contact information and detailed notes in Customer Relationship Management (CRM) sales system.

　　Take initiative to contact prospective clients and schedule sales appointments to meet prospective client’s schedule, including evenings and weekends.

　　Appointments made at customers’ residence, Dignity Memorial locations or virtually

　　Applying listening and empathy skills facilitates prospective client through the pre-planning process and selection of services and property that most appropriately meet their needs. Explains insurance (trust) product features. Completes sales and insurance (trust) contracts ensuring accuracy and completeness.

　　Utilize CRM software to continually source leads from campaigns, prospective clients, and prior client sales to develop sales pipeline.

　　Coordinates sales efforts with team members and other departments as appropriate.

　　Seek out manager’s coaching to improve sales cycle, sales techniques, software proficiency, and product knowledge.

　　MINIMUM Requirements

　　Education

　　High School Diploma or equivalentLicenses

　　Ability to obtain and maintain insurance license as required by state/province

　　Current state/province issued driver’s license with an acceptable driving record

　　Graduated from an accredited school or college of mortuary science

　　Current Funeral Director license within the practicing state

　　Experience

　　Sales or Customer experience preferred

　　Previous experience with Customer Relationship Management (CRM) sales systems preferred

　　Knowledge, Skills and Abilities

　　Proficient computer skills including MS office suite

　　Proficient computer skills with CRM and Social Networking Apps preferred

　　Professional demeanor and communication skills

　　Bilingual, knowledge of another language preferred

　　Professional attire required when meeting with clients or representing the company

　　Available to work evenings and weekends

　　Work CONDITIONS

　　Work Environment

　　Work indoors during all seasons and weather conditions

　　Comply with Corporate dress code policy

　　Work Postures

　　Sitting continuously for many hours per day, up to 6 hours per dayPhysical Demands

　　Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usageWork Hours

　　Working beyond “standard” hours as the need arisesPostal Code: 28560

　　Category (Portal Searching): Sales

　　Job Location: US-NC - New Bern

　　Job Profile ID: S00158

　　Time Type: Full time

　　Location Name: Cotten Funeral Home